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WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
376
Blue Trust Inc
Georgia
$9.74K 41 -71 -63%
SIC
377
Salem Investment Counselors
North Carolina
$9.5K 40 – –
CAL
378
Capital Advisors Ltd
Ohio
$9K 38 – –
RFS
379
Richardson Financial Services
Massachusetts
$8.79K 37 -1 -3%
NCTC
380
New Covenant Trust Company
Indiana
$8.31K 35 +35 New
SAM
381
Smartleaf Asset Management
Massachusetts
$8.19K 35 +8 +30%
PFBT
382
Parkside Financial Bank & Trust
Missouri
$7.13K 30 – –
CTA
383
Colonial Trust Advisors
South Carolina
$7.13K 30 – –
CP
384
Castleview Partners
Texas
$6.18K 26 +11 +73%
ADL
385
Asset Dedication LLC
California
$6K 25 – –
WB
386
Webster Bank
Connecticut
$5.94K 25 +25 New
CWP
387
Concord Wealth Partners
Virginia
$5.7K 24 – –
QL
388
Quarry LP
New York
$5.46K 23 +23 New
KWAG
389
Kiely Wealth Advisory Group
North Carolina
$5.26K 24 – –
SS
390
Sunbelt Securities
Texas
$5.23K 22 -42 -66%
ETC
391
Exchange Traded Concepts
Oklahoma
$5.23K 22 +22 New
HNB
392
Huntington National Bank
Ohio
$4.82K 21 -14 -40%
BIA
393
Bell Investment Advisors
California
$4.75K 20 – –
RWA
394
Redmont Wealth Advisors
Illinois
$4.75K 20 +20 New
BGAI
395
Bruce G. Allen Investments
Colorado
$4.28K 18 -4 -18%
FMII
396
Farmers & Merchants Investments Inc
Nebraska
$4.28K 18 – –
JWA
397
JFS Wealth Advisors
Pennsylvania
$4.28K 18 – –
WPA
398
West Paces Advisors
Georgia
$4.04K 17 +17 New
EWA
399
EverSource Wealth Advisors
Alabama
$3.8K 18 -15 -45%
UB
400
UMB Bank
Missouri
$3.56K 15 +3 +25%
14 15
16
17 18